Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-428
Closed -$208K 251
2023
Q3
$208K Sell
428
-61
-12% -$29.7K 0.05% 222
2023
Q2
$219K Buy
+489
New +$219K 0.06% 220